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Artwork for The MUFG Global Markets Podcast

The MUFG Global Markets Podcast

MUFG EMEA
ESG
Green Taxonomies
Federal Reserve
Interest Rates
Inflation
Sustainable Finance
Consumer Confidence
UK Recession
Producer Price Index
SMB
U.S. Dollar
Bank Of Japan
Eurozone Growth
Japan Recession
PPI
European Union
Carbon Transition
US Federal Reserve
Commodities Market
Japanese Yen

Join the MUFG Global Markets Research Team for expert analysis of the week’s most pressing topics impacting economies and the markets

PublishesTwice weeklyEpisodes111Founded8 years ago
Number of ListenersCategory
Business

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Artwork for The MUFG Global Markets Podcast

Latest Episodes

With the conflict in the Middle East set to extend into a third week, Derek Halpenny Head of Research Global Markets EMEA & International Securities talks to Andrew Mitola, Director in FX Corporate Risk Solutions in New York about three scenarios for... more

YouTube

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss why the USD has rebounded in response to the Middle East conflict.

How does it fit with historical FX performance during energy price shocks?

YouTube

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka‑Fisher, Director in Japanese Customer Sales for EMEA in London, explore why speculation over the Bank of Japan’s upcoming policy shifts has triggered a fresh wave of yen weakness.

They also exa... more

YouTube

Derek Halpenny, Head of Research Global Markets EMEA & International Securities speaks to Simon Mayes, Head of FX Sales for the UK and Ireland about the moves of the dollar this week. Derek also outlines elements of PM Takaichi’s speech and the impli... more

YouTube

Key Facts

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Recent Guests

Andrew Mitola
Director in FX Corporate Risk Solutions in New York
MUFG
Episode: What do rising geopolitical risks and crude moves mean for the USD?
Henry Cook
Europe Economist
MUFG Global Markets
Episode: BoE policy outlook, the UK budget and FX and Rates implications
Lloyd Chan
Senior Currency Analyst in Singapore
MUFG
Episode: How hard will Asian currencies be hit by the fallout from a second Trump presidency?
Abdul-Ahad Lockhart
Currency Analyst at MUFG
MUFG
Episode: Not all safe-haven roads lead to the US dollar
Seiko Kataoka-Fisher
Vice President from Japanese Customer Sales for EMEA in London
MUFG
Episode: What’s driving a weaker USD?

Hosts

Derek Halpenny
Head of Research, Global Markets EMEA and International Securities
Lee Hardman
Senior Currency Analyst at MUFG

Reviews

4.9 out of 5 stars from 51 ratings
  • Amazing

    Love Lee Hardman’s analysis

    Apple Podcasts
    5
    Alfred17123
    United Kingdoma year ago
  • Great

    Excellent overview of current affairs and impact on the markets

    Apple Podcasts
    5
    Luke—
    United Kingdom6 years ago
  • Real insight and knowledge

    Very good insight from Lee and Derek as always

    Apple Podcasts
    5
    brendanmch
    United Kingdom6 years ago
  • I love this!

    I love the voice of the person who does the intros!

    Apple Podcasts
    5
    social piranah
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many enjoy the insightful commentary on currency markets and monetary policy.
Listeners appreciate the depth of analysis on current market conditions and geopolitical factors affecting the economy.
Feedback highlights the engaging delivery and expertise of the hosts, particularly in discussing complex subjects.

Talking Points

Recent interactions between the hosts and their guests.

How has Japan's election results & US data impacted the FX market?
Q: What's your outlook for the Fed policy and the US dollar going forward based on those metrics?
The Fed will continue to cut rates this year, forecasting two to three cuts by the end of the year, but we must remain cautious about the sustainability of recent employment growth trends.
How has the USD been impacted by geopolitical risks?
Q: Do the current fiscal concerns change the expectations for the Bank of Japan's reaction function?
Fiscal concerns could indeed impact the Bank of Japan's actions, particularly in stabilizing the JGB market amid losses of confidence.
How has the USD been impacted by geopolitical risks?
Q: How likely do you think it is for intervention to take place?
There is a sentiment that market participants are becoming increasingly nervous about potential intervention by Japan if the yen continues to weaken.
How has the USD been impacted by geopolitical risks?
Q: Do you think there's a loss of confidence in US policy making?
Guests noted that there has been a diminishing confidence in US policy making, suggesting that this would be more dollar negative in future.
How are political and intervention risks impacting the JPY?
Q: What do you think about Trump threatening the Fed's independence?
This is a serious long-term threat that could undermine investor confidence and potentially lead to dollar weakness, although immediate impacts might not be sharply negative.

Audience Metrics

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Frequently Asked Questions About The MUFG Global Markets Podcast

What is The MUFG Global Markets Podcast about and what kind of topics does it cover?

Analysis of global economic trends and financial markets is a central focus, with episodes exploring geopolitical risks and their implications on currencies, particularly the US dollar and Japanese yen. The discussions often cover significant financial policies and central bank decisions, particularly regarding the Federal Reserve and the Bank of Japan. Noteworthy insights into the interplay between political developments and market behaviors underpin many conversations, indicating a niche for finance professionals seeking depth in macroeconomic analysis. The hosts leverage their expertise to provide nuanced perspectives suitable for investors, analysts, and anyone intrigued by the dynamics of global finance.

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Which podcasts are similar to The MUFG Global Markets Podcast?

These podcasts share a similar audience with The MUFG Global Markets Podcast:

1. Exchanges
2. Odd Lots
3. Capital Allocators – Inside the Institutional Investment Industry
4. 解説!1日5分ビジネス英語
5. Prof G Markets

How many episodes of The MUFG Global Markets Podcast are there?

The MUFG Global Markets Podcast launched 8 years ago and published 111 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The MUFG Global Markets Podcast?

Recent guests on The MUFG Global Markets Podcast include:

1. Andrew Mitola
2. Henry Cook
3. Lloyd Chan
4. Abdul-Ahad Lockhart
5. Seiko Kataoka-Fisher

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